+196.3%
AR vs MNDY
-47.4%
+243.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.4% | +5.7% | -0.1% |
| 7D | +2.5% | -9.6% | +12.1% | +3.4% |
| 30D | +14.8% | -0.4% | +15.2% | +14.5% |
| 3M | +6.2% | +4.3% | +1.9% | +5.3% |
| 6M | +4.3% | +19.8% | -15.5% | +1.5% |
| YTD | +14.4% | -38.3% | +52.6% | +18.1% |
| 1Y | +21.3% | -50.1% | +71.4% | +27.4% |
| 3Y | +39.8% | -48.4% | +88.2% | +44.3% |
| 5Y | +142.1% | -76.0% | +218.1% | +156.4% |
| All | +196.3% | -47.4% | +243.7% | +210.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling